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Set up your first integration
Quickly connect OpenPhone to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate OpenPhone with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call Recording Completed" from OpenPhone.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects OpenPhone and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
ActionWrite
- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
ActionWrite- Activity filterRequired
Try ItTriggerPolling
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Practical ways you can use OpenPhone and Pipedrive
Sync client communications to CRM
When a call recording in OpenPhone is completed, Zapier automatically creates or updates the corresponding contact in Pipedrive. This integration ensures that your sales CRM stays up-to-date with the latest client communications, reducing manual data entry and providing a complete view of client interactions.
Business OwnerTrack lead communication in CRM
When a message is received in OpenPhone, Zapier automatically creates or updates the associated contact in Pipedrive. This helps marketers track lead interactions seamlessly, ensuring no communication gets missed, and increases efficiency by reducing manual work.
Marketing & Marketing OpsLog project-related calls
After completing an outgoing call in OpenPhone, Zapier creates a note for a specific project in Pipedrive. This keeps project updates centralized and organized, so managers can easily review call outcomes and ensure thorough communication records.
Project ManagementLearn how to automate Pipedrive on the Zapier blog
Frequently Asked Questions about OpenPhone + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OpenPhone and Pipedrive
What triggers can I use to start an integration between OpenPhone and Pipedrive?
We offer a variety of triggers for integrating OpenPhone with Pipedrive, such as when a new contact is added in OpenPhone or when a call ends. These triggers allow you to automate subsequent actions within Pipedrive, like updating contact details or adding notes.
How do I connect my OpenPhone account to Pipedrive?
To connect your OpenPhone account to Pipedrive, you need to authenticate both services within our integration platform. Once authenticated, you can set up workflows that define how data flows between the two apps using specific triggers and actions.
Can I automatically log calls made through OpenPhone into Pipedrive?
Yes, you can automatically log calls made through OpenPhone in Pipedrive by setting up a workflow where the action is triggered by a completed call in OpenPhone. This ensures all your communications are recorded alongside relevant contacts or deals in Pipedrive.
Is it possible to update deal stages in Pipedrive based on activities in OpenPhone?
Yes, you can update deal stages in Pipedrive automatically when specific activities occur in OpenPhone. For example, if a key call is completed with a client, the deal stage can be updated accordingly using our integration.
How do I ensure contacts are synced correctly between OpenPhone and Pipedrive?
Ensuring contacts are synced correctly involves setting up bi-directional sync workflows where changes in one platform reflect instantly on the other. You need to configure triggers for when contacts are created or updated and corresponding actions that mirror these changes across both platforms.
What types of data can be transferred from OpenPhone to Pipedrive during an integration process?
During the integration process between OpenPhone and Pipedrive, you can transfer various types of data such as contact information, call logs, message history, and voicemails. This helps maintain comprehensive records within your CRM system.
Are there any limitations when integrating OpenPhone with Pipedrive?
While most functionalities are supported when integrating OpenPhone with Pipedrive, there may be limitations regarding specific custom fields or proprietary features exclusive to either platform. Always check for compatibility during setup.
